Stock Market Authority
Stock Market Authority
Kevin Baker
Tim Rotolo, CEO, North Shore Global Uranium Mining ETF--URNM. Why uranium is rising and why now.
52 minutes Posted Sep 27, 2021 at 9:19 pm.
Please tell me/us your path. How did you found North Shore Global Uranium (URNM) or how did it find you?
URNM—7/20 $30, $50-$98 last month, pullback to $79 level mentioned on show releasing today
My dad asked yesterday, why is uranium going up, and where is it mined?
Quarterly rebalance, how? No, now semi-annually.
Why 82.5% miners, 17.5% physical uranium?
How much market cap available? $35B
Only pure play, please elaborate on “tilted junior miners.”
Green energy, supply deficit, growing demand—Changes to original thesis?
Please explain what Sprott Physical Uranium means for the market.
URNM--Flows, AUM now?
Last week, Taro Kono, Japan’s next PM, need to restart nuclear plants to achieve carbon neutrality by 2050
Ooh La La—advice for 23-year-old Tim?
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Show notes
Bakes’ Takes Podcast Tuesday 9/21/21
 
30 Tim Rotolo, CEO and Founder, North Shore Indices, Inc.  (Global Uranium Mining ETF—URNM)
 
Questions/Themes
 
 
What was the inspiration/catalyst?
 
How meet Michael Alkin? Uranium expert, CIO of Sachem Cove
 
 
 
 
 
 
 
 
 
 
 
From Zero Hedge—Sprott has acquired $2.7M pounds, 200,000 pounds/day, 1/3 of global production.
 
URNM owns, correct? Latest 3rd largest, 8.37%. Bought day one?
 
Utilities response?
 
$6.3B annual consumption, 180 million pounds at $35/lb.
 
Sprott $85 million in 13 days
 
 
Wall Street Bets?
 
 
Old PM stepping down, bullish for Japanese stocks
 
Rising demand
 
Premium/Discount History? Now?
 
 
Please reach out to URNM
 
https://urnmetf.com/news-views
 
Twitter @N_S_Indices
 
@URNMetf
 
LinkedIn https://www.linkedin.com/company/urnm-etf/
 
Thank you.
 
Bakes